Name: SaaSMexico
Author: Piloto Automatico

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Cross-Browser Testing

Feature Management

Functional Testing

Performance Testing

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Enterprise

Accounting

Accounts Payable

Accounts Receivable

Crypto Tax

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Storage

DevOps

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Privileged Access Management

Software Components

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Time Series Databases

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Email Marketing

Marketing Automation

Online Reputation Management

Product Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Virtualization Security

Security

Aviation

Banking

Church Management

Digital Forensics

Fleet Management

Geographic Information

Hospital Management

Insurance Claims Management

Intelligent Document Processing

Internet of Medical Things

Veterinary

eDiscovery

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

ReportsNow

Crowdtap

FastPIPE

FastEST, Inc.

AspenOne Supply Chain Management

Aspen Technology

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

Aras PLM

Aras Corporation

Frosmo

Frosmo Ltd

OPERAM ERP is a cloud-based ERP system specifically designed for small and medium-sized businesses (SMEs) in Mexico. According to the vendor, this solution aims to enhance the productivity and efficiency of businesses in various professions and industries, including retail, manufacturing, wholesale, services, and hospitality. By providing advanced management tools, OPERAM ERP aims to streamline daily operations, potentially saving time, money, and effort for SMEs.

## Key Features

**Cloud-based ERP**: According to the vendor, OPERAM ERP is a cloud-based solution that offers flexibility and accessibility, allowing businesses to access the system from any device with an internet connection.

**Sales and CRM**: OPERAM ERP provides businesses with control over the sales process, including the ability to generate quotes, orders, deliveries, invoices, and payment receipts. The vendor claims that it also integrates seamlessly with e-commerce websites and offers a customer portal for self-quoting and order confirmation.

**Articles and Inventories**: OPERAM ERP allows businesses to organize their product catalog with detailed information. The vendor states that the system supports multiple levels of categories and subcategories, as well as multiple warehouses for efficient inventory management. Additionally, automatic notifications for low stock are provided.

**Purchasing and Expenses**: According to the vendor, OPERAM ERP enables businesses to manage transactions with suppliers, from requisition to purchase orders. It also facilitates the receipt of goods and automatically downloads CFDI invoices from suppliers, ensuring precise control of accounts payable.

**Manufacturing**: OPERAM ERP offers features to efficiently manage orders of work for different types of production. The system provides planning and scheduling capabilities, as well as designated production areas for better organization. The vendor states that a bill of materials feature is included for accurate cost control.

**Banks and Treasury**: OPERAM ERP allows businesses to manage and reconcile their bank accounts and petty cash. The system supports manual or automated bank statement reconciliation and provides payment planning and bank layout generation. The vendor also claims that it enables the management of unidentified income.

**Accounting**: According to the vendor, OPERAM ERP offers comprehensive accounting features, including electronic accounting reports for SAT compliance. It provides a detailed record of vouchers and accounts, as well as tax management and detail by account. The system also supports budget management and comparison.

**Configurations**: OPERAM ERP allows businesses to customize the system to meet their specific needs. This includes user and role management for access control, as well as the management of general catalogs such as payment methods, payment terms, and carriers. The vendor states that it also allows for the customization of print formats and the management of business branches.

**Implementation**: The vendor provides support for initial configuration and data migration. They offer user training and onboarding, as well as pilot testing and process optimization. According to the vendor, they ensure a smooth go-live and production release.

**Control of Changes**: OPERAM ERP allows businesses to customize screens and processes according to their requirements. The vendor also offers the development of new modules or functionalities to further enhance the system's capabilities.

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

Standard

Custom

Odoo

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

SaaSMexico

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

Piloto Automatico

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

SaaSMexico

Overview

What is SaaSMexico?